Diamond Client Group, LLC

Diamond Client Group, LLC (CRD# 310570) is a financial advisory firm headquartered in The Woodlands, TX. They manage $86,000,000 in 465 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380
https://www.facebook.com/diamondclientgroup
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $184,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Diamond Client Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Lucas Cheatham, financial advisor The Woodlands TX
Lucas W. Cheatham
CRD#: 5958728
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380

Lucas Cheatham (CRD# 5958728) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 12 years of experience in the finance industry.

2
William Grant, financial advisor The Woodlands TX
William E. Grant
CRD#: 4438416
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380

William Grant (CRD# 4438416) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 22 years of experience in the finance industry.

3
David Luedecke, financial advisor The Woodlands TX
David R. Luedecke
CRD#: 5429147
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380

David Luedecke (CRD# 5429147) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry.

4
Jeffrey Savois, financial advisor The Woodlands TX
Jeffrey J. Savois
CRD#: 5381571
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380

Jeffrey Savois (CRD# 5381571) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry.

5
Michael Sitzman, financial advisor The Woodlands TX
Michael A. Sitzman
CRD#: 4967578
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380

Michael Sitzman (CRD# 4967578) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 18 years of experience in the finance industry.

6
Brian Cheatham, financial advisor The Woodlands TX
Brian C. Cheatham
CRD#: 6918524
9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380

Brian Cheatham (CRD# 6918524) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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